Jobs at Addition
4 open positions
Open roles
Experienced Financial Professional
Experienced Financial Professional (Mexico Only; Professional Designations Required) Mexico Financial Professional Network / Contract / Remote At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals. What you will do - Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real estate, retirement, budgeting & savings, debt management, etc.) - Contribute to content development, programming and prod
Experienced Financial Professional (Canada Only; Professional Designations Required)
Experienced Financial Professional (Canada Only; Professional Designations Required) Canada Financial Professional Network / Contract / Remote At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness as an employee benefit. Addition Wealth is expanding our global presence and searching for financial professionals (CFP, PFA etc) in Canada who are passionate about our mission, financial planning and providing a great customer experience. This will be for a part-time, contractor position. You would join our team of financial professionals in Canada, helping guide and shape Addition Wealth’s strategy for delivering best-in-class financial wellness. What you will do - Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, real esta
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